Select an account type
  • 11 Jan 2021
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Select an account type

  • Updated On 11 Jan 2021
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Account types describe various attributes related to an account’s holdings such as transactions, and tax eligibility.

To select an account type :

  1. Select a portfolio, click on the portfolio name in blue
  2. Click on Actions and select Edit
  3. Go to Details and Select Account type. Please note that if you can also add Unknown type
  4. Click Save and you will find the account type. Here we selected the ISA account.
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